Peak Rates Means Peak Dollar
This week saw both the Bank of England and the Federal Reserve hold back on further interest rate hikes for
ByteTree Blog
Occasional posts from the ByteTree team on a range of financial topics.
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Bitcoin and Gold Take the Stage
I’ll be writing more about ByteTree’s Bitcoin and Gold Index (BOLD) next week for the end-of-month rebalancing report.
Stagflation
US inflation expectations (breakevens) are rising again. This derives from the relationship between conventional bonds and inflation-linked bonds (TIPS). Breakevens
The Comedy of Inflation
US consumer price inflation rose to 3.7% (core 4.3%) against the Fed’s target of 2%. An American
Driving Through the Valuation Gap
Over the past decade, the world’s automotive stocks have been valued at a trillion dollars up until the pandemic.
Value Investors Gain the Upper Hand
It’s been a heavy week of data. Inflation fell in Europe and the UK, and the Bank of England